From time to time carriers announce Term Conversion campaigns from another carrier to their own carrier. Don’t forget, a lot of people sell term insurance year after year.
Are you taking advantage of these opportunities? Do you know how?
Many agents and financial professionals aren’t experienced with Term Conversions, and how to position a term conversion.
If you have clients with Term Policies and have a history of savings, these clients are a PRIME Opportunity.
For people with safe money savings – Permanent Insurance over 20 years is much more tax efficient than a 20 year term policy.
If you would like to learn more about how to position permanent insurance into your practice, ask your Brokerage Manage for a copy of our Whitepapers titled: “3 Steps to Selling More Permanent Insurance” and “Life Insurance as an Asset Class”.
Happy Selling!
